Technical Admin/Paraplanner – Financial Planning J-705
Altrincham
£24,000 to £28,000
Well Established Independent Financial Planning Practice in Altrincham are currently expanding their team due to a steady increase in business over recent years.
The firm provide advice in:
Saving & Investments
Trustee Investments
ISAs, Unit Trusts
EIS & VCT’s
Pension Reviews & Retirement Planning
Tax Planning
Auto Enrolment
Mortgages, Life Insurance
The team require a part or fully qualified administrator/paraplanner who has experience in research and report writing, to support these increasing levels of business and continue providing the high levels of client care that the business pride themselves on.
You will be joining a team of 6, and working closely with the business owner/IFA and the technical manager.
Conducting Research
Compiling reports
Liaising with clients
Communicating effectively with colleagues
Conducting all business in a compliant manner.
***
Holidays will be at least matched, plus one extra day per year for 5 years.
Located conveniently near to public transport and parking.
Summer and Christmas bonus paid.
Pension
Full time or 4 days, 9am-5pm.
£24,000 – £28,000 depending on experience and qualifications
(REF: J705 diana sproston)
To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com
threesixty selection – Management & Executive Recruitment Practice.
Search & Selection | Finance | Purchasing | Supply Chain | Manufacturing | Sales | Financial Planning.
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Unless otherwise stated, if applying for a job within the European Union, please ensure that you are already authorised to work there.